Wealth Advisor II — Client-Centric Financial Planner

Frost; Fredericksburg (TX); Vor Ort; USD 70.000 - 110.000; Vollzeit

Benefits dieser Stelle

Medical, dental, vision

401(k) matching

Paid time off

Tuition reimbursement

Employee Assistance Program

Referral bonus

Zusammenfassung

Frost Wealth Advisor II in Texas helps clients establish financial plans and provides sound financial advice while proactively marketing Frost Banking and Wealth Management products. You’ll focus on retirement planning and investments, getting to know clients and their families to help them reach their financial goals with integrity, caring, and excellence.

You’ll retain and grow Frost Wealth Management relationships as a primary contact for clients with annual revenue targets, expand services,

Qualifikationen

• Bachelor’s degree in Business, Finance, Economics, or related discipline; or equivalent experience.
• FINRA Series 7, 63, and 65 licenses; or ability to obtain within 120 days of hire.
• General Lines Agent License: Life, Accident, Health, and HMO Insurance; or ability to obtain within 120 days of hire.
• Strong organizational and time management skills.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft computer applications.

Aufgaben

• Retain and grow Frost Wealth Management relationships by serving as a primary point of contact for a portfolio of clients, with annual revenue from production expected to range between $350,000 and $750,000
• Expand client relationships by recommending tailored investment, insurance, and banking solutions
• Meet with clients regularly to review financial plans and client investment portfolio objectives in alignment with compliance and regulations
• Collaborate with internal partners to deliver coordinated proposals and presentations that meet client needs
• Deliver exceptional service and build long-term relationships based on trust and performance
• Build relationships across internal teams and within the broader professional community to enhance visibility and drive business growth

Kenntnisse

Relationship building

Communication skills

Time management

Microsoft Office

Ausbildung

Bachelor’s degree in Business, Finance, Economics, or related discipline

FINRA Series 7, 63, and 65 licenses; or ability to obtain within 120 days

General Lines Agent License: Life, Accident, Health, and HMO

Tools

Jobbeschreibung

Frost Wealth Advisor II in Texas helps clients establish financial plans and provides sound financial advice while proactively marketing Frost Banking and Wealth Management products. You’ll focus on retirement planning and investments, getting to know clients and their families to help them reach their financial goals with integrity, caring, and excellence.

You’ll retain and grow Frost Wealth Management relationships as a primary contact for clients with annual revenue targets, expand services,